David Olson, CIMA

Senior Wealth Advisor

Bethesda, MD
FOCUS AREAS
Executives
Business Owners
Professionals
CLIENT SPECIALTY
Equity Research
Manager Diligence
Asset Allocation
Portfolio Management
COMMUNITY

Board Member (formerly Vice President) – All For Recovery (a Non-Profit supporting those battling addiction)

Dave is a Senior Wealth Advisor at the Colony Group. Dave provides a deep background in investment strategy, portfolio management, and financial planning to clients he works with. Dave works with business owners, entrepreneurs, and professionals.

Dave brings nearly 20 years of working with high and ultra-high net worth individuals and families to The Colony Group. Dave spent the first nine years of his career at Bridgewater Wealth & Financial Management (now part of The Colony Group), where he served as Senior Wealth Advisor and Investment Strategist. After his time at Bridgewater, Dave served as Director of Wealth Management and Business Development for a Washington, DC-based RIA. He later held a Director position at an independent RIA in Bethesda, Maryland.

Dave earned his Bachelor of Business Administration degree in Finance from James Madison University. In 2008, he earned the CIMA® (Certified Investment Management Analyst) designation at The Wharton School, the University of Pennsylvania, through the Investments & Wealth Institute.

Dave loves to spend his free time with his family, prioritizing all things fitness, health, and wellness, and checking boxes on his golf bucket list. In 2021, he set and achieved the goal of competing in an endurance race in each month of the year.